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Hayley Elizabeth Swaim

Austin Private Wealth, LLC

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About Hayley Elizabeth Swaim

Hayley Elizabeth Swaim is an Investment Advisor Representative at Austin Private Wealth, LLC, a registered investment advisor in Texas. Hayley is a Certified Financial Planner and specializes in retirement planning, financial planning, investment management, and insurance. Hayley has been in the financial services industry since 2018 and has a strong track record of success in helping individuals achieve their financial goals. Prior to joining Austin Private Wealth, LLC, Hayley was an Investment Advisor Representative at Northwestern Mutual Investment Services, LLC.

Firm Information

Hayley Swaim is currently registered with Austin Private Wealth, LLC. Austin Private Wealth, LLC is an independent registered investment advisor (RIA) based in Austin, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. As of December 31, 2022, Austin Private Wealth, LLC manages approximately $1.06 billion in assets.
Austin Private Wealth, LLC

3108 N LAMAR BOULEVARD

AUSTIN, TX 78705

$1.06B

Assets Under Management

350

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hayley Swaim’s Registration & Firm History

TX

01/28/2022 - Present

Austin Private Wealth, LLC (AUSTIN TX)

TX

11/16/2019 - 09/04/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 01/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hayley Elizabeth Swaim.
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